About Phocas Analytics

Phocas is a team of passionate professionals who are committed to helping people feel good about their data. Our software brings together organizations’ most useful data from an ERP and other business systems and presents it in a way that makes it easy to analyze by anyone. Building dashboards is straightforward but what sets Phocas apart is its ad-hoc analysis capabilities. Unlike other BI tools, Phocas makes it easy for the user to decide how much detail to see and in what format. From day one with Phocas, users get tracking and reporting on essential KPIs and metrics that are specific to role and industry. But users can also customize to meet the unique reporting needs of their business. Phocas lets users explore their data, following their train of thought to find answers to their questions, unrestricted by canned reports and drill paths.
Phocas Analytics Software - Database designer
Phocas Analytics Software - Finance rebates dashboard
Phocas Analytics Software - Sales inventory dashboard
Phocas Analytics Software - Sales grid summary
Phocas Analytics Software - Phocas crm dashboard
Phocas Analytics Software - Sales grid variance
Phocas Analytics video
Phocas Analytics Software - Database designer - thumbnail
Phocas Analytics Software - Finance rebates dashboard - thumbnail
Phocas Analytics Software - Sales inventory dashboard - thumbnail
Phocas Analytics Software - Sales grid summary - thumbnail
Phocas Analytics Software - Phocas crm dashboard - thumbnail

Phocas Analytics pricing

Phocas Analytics does not have a free version.

Starting Price:
Not provided by vendor
Pricing Details:
Please contact vendor for pricing.
Free Version:
No
Free trial:
N/A

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Phocas Analytics Reviews

Feature rating

Value for Money
4.7
Functionality
4.6
Ease of Use
4.5
Customer Support
4.7
5 reviews of 100 View all reviews
Gary M.
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
5
Customer Support
0

5
Reviewed on 29/10/2019

Best in class BI

Phocas is extremely easy to use for a non Technical users. It holds huge amounts of data and is pretty fast at being able to get the information required out of the system fast.

Pros

It is easy to use for all sales people. Lots of information at your fingertips.

Cons

Having all this data you need to understand d how to use it. This is not always easy.

Jim M.
  • Industry: Wholesale
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
4

5
Reviewed on 10/10/2019

Phocas has helped us keep our salespeople on task

Phocas software is great! We are just scratching the surface with what it can do and look forward to using this more.

Pros

We have used Phocas since 2008 and have always liked how fast we can generate reports. The reports that I have setup to e-mail keep me informed on key indicators in our business. We started using CRM a couple of years ago and like how easy it is for our salespeople to enter calls on their mobile device.

Cons

I would like to see a better way to track and run reports on leads in CRM. Sometimes upgrades and support take a little longer the we would like.

Alternatives Considered

Dynamics 365

Reasons for Choosing Phocas Analytics

Microsoft was to expensive and to complex for what we needed.

Switched From

Dynamics 365

Reasons for Switching to Phocas Analytics

We like how easy it was to use and customize.
Clare P.
  • Industry: Medical Devices
  • Company size: 51-200 Employees
  • Used Monthly for 1+ year
  • Review Source
Value for Money
0
Features
3
Ease of Use
3
Customer Support
3

3
Reviewed on 7/2/2020

I feel like it can be a useful tool, if you are in the know!

I would suggest a simple user guide to come up the first time you log in, so you are aware of the real potential of this software.

Pros

Once you have been shown how to use this software, it can be a very useful tool, especially for us as CEs who aren't directly involved with the Sales side of the business.

Cons

Unless someone is a pro on Phocas, it is difficult to navigate your way around it and completely understand how to use it.

Khayam Z.
  • Industry: Building Materials
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 19/4/2022

Phocas motivates our team

I would diffidently use Phocas if I ever open up my own business

Pros

Showing Sales figures as opposing to same time last year, we are basing our bones system based on this.

Cons

It should have been accessible to all employee to keep checking the sales stats instead of just one user without a password and username.

Rhys M.
  • Industry: Wholesale
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 26/8/2021

Phocas Changed Everything for US.

As I said in my Pros section, we are making data driven decisions now and our sales reflect that. Also, their customer service team is top notch and more on the ball than any other software company I have dealt with in recent years.

Pros

Before we migrated over to Phocas we were using MITS which was very clunky and very slow. Because of these reasons most of us never really touched it. That meant that we weren't utilizing data when making decisions and more using our gut. Since implementing Phocas our decision making has been data driven and we are making smart choices and it shows in our sales.

Cons

The only con I can think of had really nothing to do with Phocas. We had a rough time when we switched ERP systems. But the issue was with the ERP company and not Phocas.

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